Blog - Simple List
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Trends in Executive Equity Services and TransactionsMar 12, 2025
Learn how your executive equity services and insider trading compliance practices compare to your peers. -
Who Should Own the Cap Table?Mar 6, 2025
Your cap tracks who owns your company. But who should own the cap table? In this blog entry, we look at several strategies for early and mid-stage private companies. -
How Companies Adjust Equity Awards for RetirementMar 5, 2025
Learn what happens to equity awards when employees retire. -
Rethinking Four-Year VestingFeb 27, 2025
Examine the reasons for and limitations of four-year vesting and consider alternatives that might be a better fit for some start-ups. -
Could Fractional Shares Benefit Your Stock Plan Participants?Feb 26, 2025
You may have dreaded fractions in math class, but they can be a real benefit when it comes to your stock plans. Learn how fractional shares can increase the value delivered to participants. -
Coordination Required for EDGAR Next EnrollmentFeb 19, 2025
The SEC’s new EDGAR Next platform will require considerably more coordination between companies who share reporting insiders. Here’s why and how. -
Acronyms Commonly Used in Equity CompensationFeb 13, 2025
Does equity compensation sometimes feel like a foreign language or a big bowl of alphabet soup? This blog entry will help you sort through the most commonly used acronyms. -
IRS Proposes Regs Expanding 162(m) to Ten EmployeesFeb 12, 2025
The IRS proposed regulations on the additional five employees covered under Section 162(m), as required under the American Rescue Plan Act of 2021. -
Trends in ESPPs: Five Facts and a MythFeb 5, 2025
The good news: ESPPs are common, offer great benefits to employees, and result in long-term employee ownership. The bad news: participation rates are low. These and other ESPP trends from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey. -
A Quick Guide to Equity Grants for Private CompaniesJan 30, 2025
An A to Z guide to the various vehicles private companies can use to offer equity to employees, including strategic considerations for each vehicle. -
How Employee Mobility Affects Taxation of ISOs and ESPPsJan 29, 2025
Mobile employee tax compliance may be tricky enough on its own, but when tax-qualified arrangements are involved, things get even more complicated. -
New FASB Guidance for Profits InterestsJan 23, 2025
A FASB updates clarifies how profits interests should be accounted for. Here's what you need to know about it. -
Fixing Mistakes: Late Reported TerminationsJan 22, 2025
Late notification of employee terminations is a common mistake that can cause numerous problems. Here's what to do if this happens to you. -
Planning for Equity on the Path to an IPOJan 16, 2025
Learn about the differences in how private and public companies use equity to reward employees. -
Five Rules of Multistate TaxationJan 15, 2025
Five key concepts to understand on how state taxes apply when employees live and work in multiple states during the life of their equity awards. -
Tips and Updates for Forms 3921 and 3922Jan 8, 2025
Electronic filing of Forms 3921 and 3922 now required for more than 10 returns and other key things to know about these filings. -
Maximizing Equity Plan Share ReservesJan 2, 2025
Adding shares to an equity plan is no small request. How can companies delay the need for more shares and in turn maximize their existing plan reserves? -
Essential Cap Table Vocabulary, Structure, and SolutionsDec 31, 2024
An A-to-Z summary of information found in cap tables, plus tips on cap table structure and solutions for managing your cap table. -
Fixing Mistakes: What to Do About Missed GrantsDec 26, 2024
Three fixes when grants are inadvertently left off the list of awards submitted for approval to the board or comp committee. -
Cap Tables 101 for FoundersDec 18, 2024
Learn what a cap table is, what information it should include, and how your cap table will change as your company matures.